Nominated Advisor - NOMAD

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Nominated Advisor - NOMAD
The basic criteria for a potential nominated advisor is that the company has to have practiced corporate finance for two years, been a financial advisor in three qualified transactions in two years and must employ at least four "qualified executives".

The primary responsibility of a NOMAD is to help a new company in its admission to the AIM, and to provide advice to avoid the delisting of the new company.

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Investment Advisor Vs Financial Planner

A few decades ago, there was confusion with what sales and marketing are. People thought they are one and the same. But it is to be understood that sales is just an important ingredient of the functions of marketing. Sales lies in persuading and convincing a person to buy a product that is suitable. Marketing involves all the activities right from the conception of the product, to branding, advertising and retailing. It is an all pervasive function from the product being ready to reach the market and ultimately to being sold to the customer.

 

https://www.holisticinvestment.in/financial-planners-vs-investment-advisor

 

Regards

Ramalingam K, MBA, CFP,

Director and Chief Financial Planner,

Holistic Investment Planners

“Best Performing Financial Advisor Award” Winners from CNBC TV18

www.holisticinvestment.in


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